Latest Institutional Transactions on First Trust Exchange Traded Fd (FTHI)
This table provides information on the latest institutional transactions involving First Trust Exchange Traded Fd (FTHI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.93K+ 20.82% |
$150K - $164K
|
40.2K
$900K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-30.6K- 49.99% |
$661K - $726K
|
30.6K
$685K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-16K- 24.89% |
$346K - $380K
|
48.3K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.17K+ 9.32% |
$68.5K - $75.3K
|
37.2K
$832K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.02K+ 38.74% |
$22.1K - $24.2K
|
3.65K
$81.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
55.5K+ 11.3% |
$1.2M - $1.32M
|
546K
$12.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.92K+ 33.14% |
$84.7K - $93K
|
15.7K
$352K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
39+ 0.07% |
$843 - $926
|
59.8K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-8.07K- 8.03% |
$175K - $192K
|
92.4K
$2.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.92K+ 15.81% |
$214K - $235K
|
72.6K
$1.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
51.9K+ 60.71% |
$1.12M - $1.23M
|
137K
$3.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12.1K+ 2.97% |
$261K - $286K
|
417K
$9.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8KNew |
$173K - $190K
|
8K
$179K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.8K+ 8.02% |
$169K - $185K
|
105K
$2.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
BUY
|
- |
1.08K+ 0.84% |
$23.3K - $25.6K
|
130K
$2.91M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
23.4KNew |
$506K - $556K
|
23.4K
$524K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4+ 40.0% |
$86.5 - $95
|
14
$313
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
129+ 0.6% |
$2.79K - $3.06K
|
21.6K
$484K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
360K+ 108.04% |
$7.78M - $8.54M
|
693K
$15.5M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-124- 0.17% |
$2.68K - $2.94K
|
71.3K
$1.6M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
3.76K+ 7.38% |
$81.3K - $89.3K
|
54.7K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
443+ 0.95% |
$9.58K - $10.5K
|
47.1K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
204+ 0.09% |
$4.41K - $4.84K
|
235K
$5.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
41.6KNew |
$900K - $988K
|
41.6K
$932K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.16K+ 39.36% |
$46.8K - $51.4K
|
7.66K
$172K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-19K- 95.43% |
$412K - $452K
|
913
$20.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
355+ 3.56% |
$7.68K - $8.43K
|
10.3K
$231K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
229+ 1.19% |
$4.95K - $5.44K
|
19.5K
$438K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
500+ 22.73% |
$10.8K - $11.9K
|
2.7K
$60.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.16K- 7.71% |
$25.2K - $27.6K
|
13.9K
$312K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
8.57K+ 20.08% |
$185K - $203K
|
51.2K
$1.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.61K+ 15.75% |
$121K - $133K
|
41.3K
$924K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12.8K+ 7.4% |
$278K - $305K
|
186K
$4.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
8.18K+ 21.12% |
$177K - $194K
|
46.9K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.64KNew |
$35.4K - $38.8K
|
1.64K
$36.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
231+ 2.28% |
$4.99K - $5.48K
|
10.4K
$232K
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
18.9KNew |
$408K - $448K
|
18.9K
$422K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
900+ 6.13% |
$19.5K - $21.4K
|
15.6K
$349K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-903- 32.22% |
$19.5K - $21.4K
|
1.9K
$42.5K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
152+ 1.16% |
$3.29K - $3.61K
|
13.3K
$298K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
56.9K+ 16.54% |
$1.3M - $1.37M
|
401K
$8.98M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
68.1KNew |
$1.56M - $1.63M
|
68.1K
$1.52M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.68KNew |
$130K - $136K
|
5.68K
$127K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.79KNew |
$224K - $235K
|
9.79K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.4KNew |
$283K - $297K
|
12.4K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3.35K- 61.79% |
$76.7K - $80.4K
|
2.07K
$46.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
7.95K+ 86.03% |
$182K - $191K
|
17.2K
$385K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.61K+ 27.83% |
$151K - $159K
|
30.4K
$680K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-54- 0.84% |
$1.24K - $1.3K
|
6.39K
$143K
|
|
|
Feb 12, 2025
Q4 2024
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
BUY
|
- |
67KNew |
$1.53M - $1.61M
|
67K
$1.5M
|
|